Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.
Alex is a wealth advisor and partner at Blue Financial. He is also a nationally certified Social Security Advisor. He met his co-founder, Austin, at age 15 when the two were opponents in the finals of a regional tennis tournament in Mobile, Alabama. As Alex recalls, “Even though Austin got the best of me in singles, I gained a doubles partner for years to come.” The duo has now carried their successful partnership on the court over into the business world, with Blue Financial.
Alex holds a series 65 securities license and is a licensed life insurance agent in North Carolina, Alabama, South Carolina and Kentucky. He graduated Summa Cum Laude from the University of North Carolina- Charlotte. While attending UNC Charlotte, he was the co-captain of the men’s tennis team and named Conference USA Scholar Athlete of the Year.
In his free time, Alex enjoys traveling, playing golf, and pulling for both the Charlotte Hornets and Carolina Panthers.
As a native of the Queen City, he relishes the opportunity to stay in a place he loves and live near family and friends.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through Global Financial Private Capital LLC., an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Blue Financial Inc. and GFPC are not affiliated entities. Austin Powell at Blue Financial Inc. is registered as investment adviser representatives of GFPC with certain state securities divisions. The investment adviser representative receives compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Blue Financial Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”).
In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure, Austin Powell associated with Blue Financial Inc. and Blue Financial Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Blue Financial and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
This website (and its content within) is hosted and updated by Advisors Excel an independent, third party entity that is not affiliated with or controlled by GFPC. As such, GFPC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.